Posts Tagged ‘client planning’
How To Recession-Proof Your CPA Firm
 How To Recession-Proof Your CPA Firm Today’s post is about how to recession-proof your CPA firm. As you may have seen in the news, it’s all about recession, recession, recession! Firstly, I want to make it clear that I am not into fear-mongering. Despite the fact that I warn accounting firms about the dangers that…
Read More3 Ways CPAs Can Position Themselves As Their Client’s #1 Trusted Advisor
3 Ways CPAs Can Position Themselves As Their Client’s #1 Trusted Advisor I had an interesting conversation with someone earlier today. It was about the ways CPAs can position themselves as their client’s #1 trusted advisor. It’s interesting because there’s a study that was done on business owners that asked, “Who’s your number one trusted…
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